1.Will be responsible for sourcing business.
2.Should have acumen for Sales.
3.Should have the ability to identify Sales Opportunities.
4.Should be able to manage relationship with Customers / Branches.
5.Achieve assigned targets.

Roles & Responsibilities :
1.The Sales Executive will work very closely with the Team Leader / Sales Manager / Branch.
2.To source Business Asset Products from the Customer base / HNW of the Branch / Open Market.
3.Visiting the Allocated Branch on a daily basis and meet the Branch staff for the Lead generation and update the Lead tracker register on a daily basis.
4.Responsible for conducting Events/Displays.
5.Ensure all documents are checked in Originals, including KYC. Sign OSV on checking the originals only.
6.Visit the customers residence / office to pick up the documents as per policy requirement and submit the file / application.
7.Submission of Daily Sales report.
8.Achieve the defined Targets.
9.Responsible for collecting the Post disbursement documents.
10.In Insta cases he will be responsible for conducting residence / office & KYC verification and submit the factual report.

List of Documents to carry (Original and one copy of each)
1. PAN card
2. Aadhar Card
3. SSC, HSC and Graduation all Years Marksheet and provisional certificate
4. If graduation 6th Sem appeared : All marksheets of Sem -I to Sem - V, Hall -ticket of Sem -VI, College ID card,
5. If Married : Marriage Certificate or Wedding Card